IAA

Independent Advisor Alliance Portfolio holdings

AUM $3.85B
1-Year Est. Return 28.17%
This Quarter Est. Return
1 Year Est. Return
+28.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.07B
AUM Growth
+$1.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$6.02M
3
+$4.18M
4
INTU icon
Intuit
INTU
+$3.8M
5
DE icon
Deere & Co
DE
+$3.8M

Top Sells

1
+$6.73M
2
+$3.39M
3
+$3.01M
4
LMT icon
Lockheed Martin
LMT
+$2.36M
5
SU icon
Suncor Energy
SU
+$2.2M

Sector Composition

1 Technology 21.35%
2 Financials 13.29%
3 Consumer Discretionary 10.01%
4 Industrials 9.23%
5 Consumer Staples 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$285K 0.01%
+2,342
527
$284K 0.01%
5,130
+10
528
$283K 0.01%
1,134
-658
529
$280K 0.01%
+1,005
530
$279K 0.01%
+7,622
531
$276K 0.01%
+8,173
532
$271K 0.01%
+4,101
533
$270K 0.01%
+7,710
534
$270K 0.01%
+1,620
535
$270K 0.01%
+4,046
536
$268K 0.01%
12,675
+2,397
537
$268K 0.01%
+4,510
538
$267K 0.01%
+478
539
$267K 0.01%
+6,192
540
$264K 0.01%
+7,158
541
$264K 0.01%
+3,046
542
$263K 0.01%
+2,156
543
$263K 0.01%
+8,416
544
$263K 0.01%
+1,320
545
$261K 0.01%
+7,352
546
$259K 0.01%
+4,584
547
$258K 0.01%
+11,858
548
$257K 0.01%
+6,033
549
$256K 0.01%
+777
550
$255K 0.01%
1,224
-450
20 21
22
23 24